Diversity, Equity & Inclusion Knowledge Circle
Fostering an inclusive and equitable financial planning profession.
The Diversity, Equity & Inclusion (DEI) Knowledge Circle is a dedicated community within the Financial Planning Association (FPA) that brings together financial planners committed to fostering an inclusive and equitable profession. This space encourages connection, education, and support among professionals striving to understand and implement DEI principles in their practices.
Why It Matters
Embracing diversity, equity, and inclusion is essential for the growth and integrity of the financial planning profession. The DEI Knowledge Circle provides a platform for members to explore these concepts, share experiences, and collaborate on strategies to create a more inclusive environment for both professionals and clients.
Key Focus Areas
Understanding DEI Principles
Engage in discussions about the core concepts of diversity, equity, and inclusion and their relevance to financial planning.
Implementing Inclusive Practices
Learn about strategies and best practices for creating inclusive environments within your organization and client interactions.
Collaborative Learning
Participate in peer-to-peer learning opportunities, including webinars and discussions, to enhance your understanding and application of DEI principles.
**provide an overview of the KC; a link to the FPA Connect convo; and then have 2 buttons to the on demand and live session pages
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